Gomathi Srinivasan — Published On September 27, 2022 and Last Modified On October 12th, 2022
Beginner Power BI

This article was published as a part of the Data Science Blogathon.

Introduction

If you’re new to Power BI Desktop, this post is for you. You’ll learn the fundamentals of Data Analysis Expressions (DAX) and how to apply them to common math and data analysis tasks in no time. We’ll review some abstract concepts, give you some exercises to do, and then have you take a quiz to see how much you’ve learned. It is expected that readers will finish this article with a firm grasp of DAX’s most crucial underpinnings.

DAX

Data Analysis Expressions, or DAX for short, are expressions and formulas for analyzing and calculating data. Expressions like this are made up of various parts, such as functions, operators, and constants, all combined into a single formula and evaluated to provide a result (value or values). Power BI and other BI tools make excellent use of the data at their disposal, and the DAX formulae they contain are a big reason.

Take a look at these highlights to have a firmer grasp of the idea.

  • DAX is what’s known as a “functional language,” meaning that every bit of code written in it is a function. Conditional statements, nested functions, value references, etc., can all be part of a DAX expression ready for execution.
  • DAX formulas can work with two basic data types: numeric and non-numeric or others. Integers, decimals, currencies, etc., are all examples of the numeric data type. Strings and binary objects make up the non-numerical category.
  • Evaluating DAX expressions begins at the innermost function and progresses to the outermost function. Consequently, it is crucial to develop a DAX formula.
  • When a DAX formula is executed, it will convert any values of a different data type than the one it was created for. The DAX formula will automatically cast the output values to the specified data type.

What makes it Significant?

New Power BI Desktop files can be made and data imported with little effort. You don’t even need to know DAX to make reports displaying actionable insights. But what if you need to examine growth rates for several merchandise types and time intervals? Or perhaps you’re trying to figure out how to compare your company’s growth rates with the market as a whole; this functionality, among many others, is provided by DAX formulas. Writing efficient formulas will allow you to use your information better. Once you have all the facts, you can start fixing the issues plaguing your company’s bottom line. This is where Power BI shines, and you’ll find success with the support of DAX.

Requirements

You are probably already familiar with the ability to create formulas in Microsoft Excel. While familiarity with Excel formulae will aid in grasping DAX, the concepts outlined here will allow you to begin writing your own DAX formulas and solving practical BI problems immediately.

This lesson will teach us to employ DAX formulas in measures and calculating columns. It is assumed that you are already aware of the basics of Measures and Calculated columns and how to use Power BI Desktop to import data and add fields to a report.

Automatic Measures

In most cases, Power BI Desktop automatically generates a measure for you. Here’s how to construct a metric in Power BI Desktop:

Load the sales file in the Power BI Desktop.

Open the Sales table in the Fields panel. The SalesAmount field can then be added to the report canvas by checking the box adjacent to it or dragging it there.

automatic measures | DAX

When you click on the new column chart, you’ll get a graphical representation of the sum of all the numbers in the SalesAmount column of the Sales table.

Example workbook

The easiest method to understand DAX is to practise creating and using simple formulas on real data. We’ll import the Sales.xls dataset into Power BI Desktop for these exercises.

Parts of a DAX

Syntax, Functions, and Context will be the cornerstones upon which our DAX education will be built.

Let’s look at the syntax of DAX formulae before you start making your own. A formula’s syntax consists of its parts or, more simply, of how the calculation is written. This is a basic formula for a measure in DAX:

parts of DAX

 

Types of DAX

In Power BI, DAX can be used to construct two distinct kinds of expressions and calculations:

  1. Calculated columns
  2. Calculated measures

Calculated Columns

When you use the calculated columns, a new column will be added to your table. A calculated column is identical to any other column, except that it must contain at least one function. You can use them to make a filtered or sorted column in your table.

Calculated Measures.

A field with consolidated data (a total, proportion, per cent, mean, etc.) is generated by a calculated measure.

Steps to Create the Calculated Columns

1. Turn on the Power BI Desktop

2. In the Power BI Desktop left pane, select the Data tab.

calculated columns | DAX

3. Next, click the New Column button.

4. In the Formula bar, enter “Column =” and hit enter.

DAX

5. Column can be changed to the desired column name.

Steps to Create a Calculated Measure

1. Power BI Desktop’s Modeling section.

2. Next, choose the “New Measure” menu item.

DAX

3. The words “Measure =” will appear in a Formulas window.

4. You can change “Measure” to any other name for a unit of measurement.

DAX

5. Next, type the expression for the resultant size to the right of the equals sign.

6. Once you’ve made a measurement, you may give it a new name by clicking on the calculator icon that appears next to the measure’s name in the table where it was made.

Context

Knowing the DAX context is crucial for mastering the DAX syntax with Power BI. In DAX, you can work with either a Row context or a Filter context.

Row Context: Using a filtering row as a reference in a DAX expression means “row context.” The formula’s action on the current row is the primary concern in the row context. The rows of measures typically receive this kind of context.

Filter Context: The filter context goes beyond a simple emphasis on values. Row context allowed us to select which rows to process and eliminate others. However, the phrase narrows in on particular values inside a row when used as a filter. Therefore, the filter context is used with the row context to restrict the range of values to which a calculation is applied. We apply filter context when we use CALCULATE, FILTER, RELATED, ALL, etc..

Different Types

types of DAX

Conclusion

This concludes our Power BI DAX tutorial. We trust you’ve learned enough about DAX formulae from this article to get started. Using the preexisting columns and tables in Power BI, one may write any rational DAX expression to generate increasingly in-depth and complex reports.

The following are the article’s key takeaways:

  1. Discussed the basics of DAX
    1.1. DAX is used to handle data modelling
    1.2. DAX adds value to the data.
    1.3. It is used to visualize the measures
  2. Automatic measures – Power BI create measures by itself.
  3. We looked at the parts of DAX expression.
  4. We also discussed the types of DAX measures.
  5. We saw the detailed steps to create the calculated columns.
  6. We discussed the detailed procedure to create calculated measures.

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